W. P. Carey Inc.
WPC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
No open-market purchases or sales by W. P. Carey Inc. insiders were filed in the last 90 days; 905 institutions reported holding it in 13F filings for Q2 2026, worth $12.8B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in W. P. Carey Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 823
- +52 vs. Q4 2024
- Shares held
- 156.5M
- +6.49M (+4.3%) vs. Q4 2024
- Total value
- $9.82B
- +$1.69B (+20.7%) vs. Q4 2024
- New holders
- 114
- 311 more added
- Sold out
- 62
- 265 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 905 | $12.8B |
| Q1 2026 | 869 | $11.7B |
| Q4 2025 | 857 | $10.6B |
| Q3 2025 | 819 | $10.6B |
| Q2 2025 | 820 | $9.79B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.16B |
| Q3 2024 | 805 | $9.17B |
| Q2 2024 | 784 | $8.16B |
| Q1 2024 | 773 | $8.71B |
| Q4 2023 | 782 | $10.5B |
| Q3 2023 | 746 | $7.59B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.6B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.36B |
| Q2 2022 | 813 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 699 | $8.09B |
| Q1 2021 | 653 | $7.25B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 16,550 | $1.04M | 0.01% | −1,928−10.4% | Reduced |
| Carnegie Lake Advisors LLC | 16,525 | $1.04M | 0.42% | −40−0.2% | Reduced |
| Nordea Investment Management AB | 16,400 | $1.04M | 0.00% | +65+0.4% | Added |
| Securian Asset Management, Inc | 16,544 | $1.04M | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,685 | $1.05M | 0.00% | −10,900−39.5% | Reduced |
| Integrated Wealth Concepts LLC | 16,620 | $1.05M | 0.01% | −1,061−6.0% | Reduced |
| TownSquare Capital, LLC | 16,653 | $1.05M | 0.01% | +3,231+24.1% | Added |
| Concurrent Investment Advisors, LLC | 16,853 | $1.06M | 0.03% | +5,322+46.2% | Added |
| Elo Mutual Pension Insurance Co | 16,916 | $1.07M | 0.02% | −3,228−16.0% | Reduced |
| Harbor Investment Advisory, LLC | 17,283 | $1.09M | 0.11% | +109+0.6% | Added |
| HB Wealth Management, LLC | 17,777 | $1.12M | 0.01% | +2,511+16.4% | Added |
| Horan Capital Advisors, LLC. | 17,855 | $1.13M | 0.38% | −399−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 17,982 | $1.14M | 0.09% | +554+3.2% | Added |
| Geneos Wealth Management Inc. | 17,987 | $1.14M | 0.04% | +860+5.0% | Added |
| J.W. Cole Advisors, Inc. | 18,032 | $1.14M | 0.04% | +11,200+163.9% | Added |
| Nicholas Hoffman & Company, LLC. | 18,296 | $1.15M | 0.04% | −21−0.1% | Reduced |
| Inceptionr LLC | 18,307 | $1.16M | 0.35% | −18,142−49.8% | Reduced |
| Gsa Capital Partners LLP | 18,609 | $1.17M | 0.11% | +3,688+24.7% | Added |
| CWM, LLC | 18,830 | $1.19M | 0.00% | +1,088+6.1% | Added |
| FIL Ltd | 18,878 | $1.19M | 0.00% | −12,849−40.5% | Reduced |
| 1832 Asset Management L.P. | 18,887 | $1.19M | 0.00% | −4,994−20.9% | Reduced |
| Sabal Trust CO | 18,922 | $1.19M | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 19,294 | $1.22M | 0.03% | +1,837+10.5% | Added |
| Frank, Rimerman Advisors LLC | 19,309 | $1.22M | 0.10% | +11,905+160.8% | Added |
| Rockefeller Capital Management L.P. | 19,438 | $1.23M | 0.00% | +3,700+23.5% | Added |
| Blair William & Co | 19,722 | $1.24M | 0.00% | −1,916−8.9% | Reduced |
| Colonial Trust Advisors | 19,893 | $1.26M | 0.11% | −2,360−10.6% | Reduced |
| Erste Asset Management GmbH | 20,200 | $1.27M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 20,304 | $1.28M | 0.01% | +525+2.7% | Added |
| Public Employees Retirement Association of Colorado | 20,336 | $1.28M | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,787 | $1.31M | 0.00% | +1,763+9.3% | Added |
| Moors & Cabot, Inc. | 21,065 | $1.33M | 0.07% | −275−1.3% | Reduced |
| Mutual Advisors, LLC | 21,983 | $1.33M | 0.04% | +3,090+16.4% | Added |
| Pinebridge Investments, L.P. | 21,248 | $1.34M | 0.01% | −62,377−74.6% | Reduced |
| EverSource Wealth Advisors, LLC | 21,427 | $1.35M | 0.07% | −2,820−11.6% | Reduced |
| Quest Partners LLC | 21,684 | $1.37M | 0.15% | +217+1.0% | Added |
| Jeppson Wealth Management, LLC | 21,713 | $1.37M | 0.50% | −343−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 21,857 | $1.38M | 0.01% | +6,903+46.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,037 | $1.38M | 0.01% | +2,990+15.7% | Added |
| Prudential PLC | 21,990 | $1.39M | 0.01% | +8,592+64.1% | Added |
| Associated Banc-Corp | 22,007 | $1.39M | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,080 | $1.39M | 0.03% | −1,174−5.0% | Reduced |
| Cornerstone Wealth Management, LLC | 22,121 | $1.40M | 0.09% | −1,916−8.0% | Reduced |
| TFG Advisers LLC | 22,262 | $1.40M | 0.51% | −379−1.7% | Reduced |
| Guggenheim Capital LLC | 22,817 | $1.44M | 0.01% | +1,693+8.0% | Added |
| PGGM Investments | 23,186 | $1.46M | 0.02% | −2,575,260−99.1% | Reduced |
| Belpointe Asset Management LLC | 23,221 | $1.47M | 0.08% | +4,278+22.6% | Added |
| Intech Investment Management LLC | 23,374 | $1.48M | 0.02% | −42,045−64.3% | Reduced |
| New York Life Investment Management LLC | 23,729 | $1.50M | 0.02% | +23,729 | New |
| OP Asset Management Ltd | 23,924 | $1.51M | 0.03% | +23,924 | New |
| Kestra Private Wealth Services, LLC | 24,034 | $1.52M | 0.03% | −974−3.9% | Reduced |
| Heitman Real Estate Securities LLC | 24,119 | $1.52M | 0.10% | +24,119 | New |
| CWM Advisors, LLC | 24,482 | $1.55M | 0.18% | +547+2.3% | Added |
| Fiduciary Alliance LLC | 25,222 | $1.59M | 0.16% | −812−3.1% | Reduced |
| Walleye Capital LLC | 25,443 | $1.61M | 0.02% | +3,824+17.7% | Added |
| Penserra Capital Management LLC | 25,571 | $1.61M | 0.03% | +4,287+20.1% | Added |
| Cozad Asset Management Inc | 25,698 | $1.62M | 0.16% | −23,315−47.6% | Reduced |
| The PNC Financial Services Group, Inc. | 26,009 | $1.64M | 0.00% | +772+3.1% | Added |
| Inspirion Wealth Advisors, LLC | 26,300 | $1.66M | 0.23% | −3,783−12.6% | Reduced |
| Federated Hermes, Inc. | 26,352 | $1.66M | 0.00% | −1,142−4.2% | Reduced |
| Hilltop Partners LLC | 26,631 | $1.68M | 0.57% | +21+0.1% | Added |
| Neuberger Berman Group LLC | 27,090 | $1.71M | 0.00% | +1,065+4.1% | Added |
| Captrust Financial Advisors | 27,437 | $1.73M | 0.00% | +8,095+41.9% | Added |
| Excalibur Management Corp | 27,551 | $1.74M | 0.68% | +30.0% | Added |
| Lecap Asset Management Ltd | 27,871 | $1.76M | 0.41% | +27,871 | New |
| M&T Bank Corp | 27,979 | $1.77M | 0.01% | −389−1.4% | Reduced |
| Dark Forest Capital Management LP | 28,020 | $1.77M | 0.08% | +28,020 | New |
| BridgePort Financial Solutions, LLC | 28,501 | $1.80M | 0.81% | +979+3.6% | Added |
| Consolidated Portfolio Review Corp | 28,698 | $1.81M | 0.29% | +13,546+89.4% | Added |
| Gradient Capital Advisors, LLC | 29,261 | $1.85M | 0.60% | −551−1.8% | Reduced |
| Waldron Private Wealth LLC | 30,074 | $1.92M | 0.09% | +30,074 | New |
| Police & Firemen's Retirement System of New Jersey | 31,307 | $1.98M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 31,483 | $1.99M | 0.00% | −1,281−3.9% | Reduced |
| JustInvest LLC | 31,545 | $1.99M | 0.03% | +3,163+11.1% | Added |
| Metis Global Partners, LLC | 31,620 | $2.00M | 0.06% | +3,561+12.7% | Added |
| Cerity Partners LLC | 31,723 | $2.00M | 0.00% | +5,049+18.9% | Added |
| Teacher Retirement System of Texas | 31,994 | $2.02M | 0.01% | +31,994 | New |
| Griffin Asset Management, Inc. | 32,058 | $2.02M | 0.25% | +2,289+7.7% | Added |
| Natixis Advisors, L.P. | 32,701 | $2.06M | 0.00% | +6,803+26.3% | Added |
| Toronto Dominion Bank | 32,831 | $2.07M | 0.01% | +3,417+11.6% | Added |
| Presima Inc. | 32,902 | $2.08M | 0.46% | +602+1.9% | Added |
| Meixler Investment Management, Ltd. | 33,741 | $2.13M | 1.48% | +15,256+82.5% | Added |
| Tredje AP-fonden | 33,977 | $2.14M | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 34,458 | $2.17M | 0.06% | +2,310+7.2% | Added |
| Wellington Shields Capital Management, LLC | 34,527 | $2.18M | 0.40% | −1,383−3.9% | Reduced |
| Weaver Consulting Group | 34,602 | $2.18M | 0.66% | −175−0.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 34,750 | $2.19M | 0.02% | −400−1.1% | Reduced |
| Investmark Advisory Group LLC | 34,814 | $2.20M | 1.09% | +1,849+5.6% | Added |
| Arkadios Wealth Advisors | 35,441 | $2.24M | 0.08% | +5,050+16.6% | Added |
| Sanctuary Advisors, LLC | 35,502 | $2.24M | 0.02% | −9,116−20.4% | Reduced |
| Entropy Technologies, LP | 35,630 | $2.25M | 0.22% | +35,630 | New |
| Utah Retirement Systems | 35,876 | $2.26M | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 35,942 | $2.27M | 0.00% | +150.0% | Added |
| Voya Investment Management LLC | 36,294 | $2.29M | 0.00% | +8,339+29.8% | Added |
| Prudential Financial Inc | 36,491 | $2.30M | 0.00% | −10,565−22.5% | Reduced |
| Pathway Financial Advisers, LLC | 36,904 | $2.33M | 0.80% | +3,044+9.0% | Added |
| Graham Capital Wealth Management, LLC | 37,004 | $2.34M | 2.50% | −16,054−30.3% | Reduced |
| Planning Directions Inc | 37,191 | $2.35M | 1.00% | +37,191 | New |
| XML Financial, LLC | 37,361 | $2.36M | 0.22% | +898+2.5% | Added |
| Xponance, Inc. | 37,498 | $2.37M | 0.02% | −211−0.6% | Reduced |